Can a trustee also be a beneficiary in an irrevocable trust?
The question of whether a trustee can also be a beneficiary in an irrevocable trust is a common one, and …
Wildomar Estate Planning
Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can include terms allowing distributions to be skipped during times of financial crisis or …
Can beneficiaries be changed in an irrevocable trust?
Generally, the short answer is no, beneficiaries cannot be changed in an irrevocable trust, as the very nature of “irrevocable” …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational inheritance, and specifically structuring assets for rollover to successive generations, is a cornerstone of comprehensive estate …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust – also known as a credit shelter trust – can make joint disbursements …